S.J.S. Enterprises Limited has informed the Exchange about Transcript
SJS · price
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SJS Enterprises delivered its strongest quarter ever in Q4 FY26 with revenue of INR 2,601.2 million (up 29.7% Y-o-Y), EBITDA of INR 807.6 million (up 53% Y-o-Y) at 30.3% margin, and PAT of INR 488.7 million (up 44.9% Y-o-Y). For full-year FY26, revenue stood at INR 9,550.7 million (up 25.6%), PAT at INR 1,718 million (up 44.6%), with 5-year CAGR of ~30% across all metrics since pre-IPO. The company generated free cash flow of INR 1,426.6 million and maintains a net cash position of INR 2,437.1 million against just INR 77 million of debt. Management guided FY27 outperformance at 1.5x to 2x industry growth, with export contribution targeted at 14-15% by FY28. New generation products now contribute ~24% of revenue, expected to grow to 25-30% over 5 years. Key capacity expansions are progressing: Bangalore expansion adding 20% capacity by Q1 FY27, Hosur optical display facility targeting supplies by early FY28, and chrome plating greenfield in final commissioning. BOE Varitronix partnership for automotive display systems is on track. The company declared a final dividend of INR 3.5 per share (35% of face value) and ICRA upgraded its rating to AA- (Positive).
SJS Enterprises continues to significantly outperform the automotive industry (4x growth in 2-wheeler, 3x in PV segments vs 18.9% industry), with expanding margins and strong cash generation positioning it well for sustained growth. The robust net cash position and planned INR 220 crore capex over 3 years provide capacity to fund growth organically while pursuing strategic acquisitions.